Innovator US Equity Power Buffer ETF July
PJUL
36 hedge funds and large institutions have $40.2M invested in Innovator US Equity Power Buffer ETF July in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 11 closing their positions.
0% more funds holding
Funds holding: 36 → 36 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
8.26% less ownership
Funds ownership: 45.68% → 37.42% (-8.3%)
37% less capital invested
Capital invested by funds: $63.6M → $40.2M (-$23.4M)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$5.06M |
| 2 |
MW
Marcum Wealth
Cleveland,
Ohio
|
+$4.78M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.69M |
| 4 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$1.9M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$43.8M |
| 2 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
-$2.26M |
| 3 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$1.05M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$796K |
| 5 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$622K |
PJUL Hedge Fund Activity: Q2 2020 in Review
36 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q2 2020, worth a combined $40.2M — down 37% from $63.6M a quarter earlier.
Fund positioning in PJUL was balanced in Q2 2020: 11 funds opened new positions, 11 closed out, 5 added to existing stakes and 11 trimmed.
The largest buyer was Carroll Financial Associates, opening a new position worth an estimated $5.06M. The largest seller was Berkshire Money Management, cutting an estimated $43.8M.
- 36 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $40.2M of Innovator US Equity Power Buffer ETF July stock for Q2 2020, down 37% quarter-over-quarter.
- 11 funds opened new Innovator US Equity Power Buffer ETF July positions in Q2 2020 and 11 closed out, a net change of 0 holders.
- The largest Innovator US Equity Power Buffer ETF July buyer in Q2 2020 was Carroll Financial Associates, an estimated $5.06M added.
- The largest Innovator US Equity Power Buffer ETF July seller in Q2 2020 was Berkshire Money Management, an estimated $43.8M sold.
Based on aggregated 13F filings for Q2 2020.